New Zealand's net inward migration numbers are back up, what does this mean for investors and will the numbers stay high? Infometrics principal economist Brad Olsen thinks there may be a drop off, find out why, plus a couple of key takeaways on the subject of the recession. This quick bite is from our previous episode: The world's tiniest recession? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is...
Jun 28, 2023•4 min
With New Zealand officially in what some have coined ‘the world’s tiniest recession’, what should investors be aware of? We talk to Infometrics Chief Executive Brad Olsen about the state of Aotearoa’s economy—what’s driving this downturn, how specific industries will fair, and whether immigration and the upcoming election will have a material impact. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch i...
Jun 25, 2023•39 min
What’s the future of One NZ now Infratil has full control? We talk to Infratil CEO Jason Boyes about its $1.8 billion buy, part funded by a $850 million share placement—including the $100 million retail offer closing 27 June. Will the telco be floated and how will the business be improved? Plus we find out why One NZ provides the stable cashflow that lets Infratil invest offshore. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDes...
Jun 21, 2023•38 min
Tony Alexander looks at the factors investors should keep an eye on over the next 12 months. This quick bite is a clip from our previous episode 'Do kiwis still dream of property?' Frances Cook talks to Independent Economist Tony Alexander about the current sentiment among investors in Aotearoa. They discuss the possibility of a recession, how an election year impacts the economy, and Tony’s 12 month predictions for the housing market. For more or to watch on youtube—check out http://linktr.ee/s...
Jun 19, 2023•3 min
With fewer New Zealanders investing in residential property, and more looking to buy shares, are we witnessing a shift in the Kiwi psyche? 🥝 Frances Cook talks to Independent Economist Tony Alexander about the current sentiment among investors in Aotearoa. They discuss the possibility of a recession, how an election year impacts the economy, and Tony’s theory that we're close to the bottom of housing market. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you b...
Jun 14, 2023•41 min
CEO of ASX listed company Volpara Heath Teri Thomas shares about how AI software can assist radiologists with detecting cancer in mammograms. This clip is from the latest episode 'Beating breast cancer with AI'. For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the...
Jun 12, 2023•4 min
We speak with med-tech Volpara Health about using AI to beat breast cancer. Our conversation unpacks how this ASX listed company’s AI algorithm works, why it’s joined forces with Microsoft, plus what a difference it’s hoping to make for Australasian women. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they r...
Jun 07, 2023•26 min
In this bonus earnings episode, we’re joined by Trade Window CEO AJ Smith, and Chief Strategy officer Andrew Balgarnie after releasing the full year 2023 results. Our conversation traverses how the company supports food traceability and carbon tracking, progress with its cornerstone product Cube, negotiations with a big Chinese backer, and the prospect of break-even in 2025. For more or to watch on youtube—check out http://linktr.ee/sharedlunch A conversation with experts, CEOs, and you. We talk...
Jun 05, 2023•26 min
Heartland Group CEO Jeff Greenslade speaks with Pattrick Smellie, Managing Editor of BusinessDesk, about what the company has been up to since becoming the first NZ registered bank to list on the NZX. The conversation covers the reason Heartland can offer such competitive rates, how the company is carving out its niche in NZ and Australia, and why its share price has been on a downward trend since the start of 2022. For more or to watch on youtube—check out http://linktr.ee/sharedlunch A convers...
May 31, 2023•37 min
Pacific Edge CEO Dr Peter Meintjes joins Sharesies General Manager of company partnerships Susannah Batley for a quick update on Pacific Edge's recent results. Plus, an update on Novitas coverage of Pacific Edge's Cxbladder tests, which could impact Medicare eligibility in the US. For more or to watch on youtube—check out http://linktr.ee/sharedlunch A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you ...
May 29, 2023•14 min
The meal kit delivery industry is a tough nut to crack, especially with rising food prices and challenging economic conditions at play. So what does My Food Bag have planned to nab a seat at the dinner table? Frances Cook talks to My Food Bag CEO Mark Winter about the company’s growth strategy for the future and why its share price has been on a downward trend since publicly listing two years ago. For more or to watch on youtube—check out http://linktr.ee/sharedlunch A conversation with experts,...
May 24, 2023•34 min
After our interview with Rocket Lab CEO Peter Beck, we put some of your questions to him. Thanks to everyone who submitted their questions through our social media channels. Much like his rockets, the time really flew! It was great to get a peek behind the curtain and into a world with interesting challenges, and entertaining characters. Some questions include: 📉 What caused the share price to drop 80% when Rocket Lab was listed on the us share market? 🚀 Can we get a factory tour? 👽 What...
May 22, 2023•10 min
It’s been a turbulent past year for Rocket Lab but they’ve still got their sights set on the supermassive. Tune in to hear CEO Peter Beck discuss the company’s positive Q1 financial results, the reusable rocket space race, and the fallout from Silicon Valley Bank’s collapse. You’ll also hear about some of things Rocket Lab’s got in its pipeline—including microgravity protein crystals, searching for life on Venus, and becoming space’s one-stop-shop. Next week we’ll hear even more from Peter Beck ...
May 17, 2023•39 min
With a challenging property market currently, are property investors looking at other opportunities? Independent Economist Tony Alexander shares while there may be less property investors changing tack than you expect, there is an active interest in alternatives... This quick bite is from our previous episode ' How low will house prices go?' For more or to watch the episode on youtube - check out http://linktr.ee/sharedlunch Shared Lunch is a conversation with experts, CEOs, and you. We talk to ...
May 15, 2023•3 min
Falling house prices, rising interest rates and a number of other economic factors make the housing market tricky to navigate whether an investor or first home buyer. Frances Cook talks to Independent Economist Tony Alexander about what’s at stake. Our conversation looks at whether prices have bottomed, changing supply and demand, what to consider when fixing, plus tips for both investors and first home buyers. For more or to watch on youtube - check out http://linktr.ee/sharedlunch A conversati...
May 10, 2023•35 min
Global X ETFs Head of Distribution Kanish Chugh joined Shared Lunch to talk exchange-traded funds, in our episode ' Are ETFs your BFF in tough times '. In this bonus clip we find out why ETF fees are traditionally lower than some other investments. For more or to watch on youtube - check out http://linktr.ee/sharedlunch Shared Lunch is a conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snac...
May 08, 2023•3 min
There’s been a plethora of exchange-traded-funds released in the last few years - around 43 in the Australian market alone last year. And the US is through the roof. There’s an ETF for everything it would seem. Not only are they more economical and an easy way to get real or better diversification than in a portfolio of individual stocks, but they’re being used as a hedge against market volatility in these challenging times. We talk to Global X ETFs Head of Distribution Kanish Chugh about the ri...
May 03, 2023•35 min
On our latest Shared Lunch, Brad Olsen, Chief Executive and Principal Economist of Infometrics, joined Frances Cook to dive into the world of savings and interest rates. With more organizations jumping into the savings game (including Sharesies), there's a fierce competition to attract your money. Will this trend last or is it just a short-term fad? Discover why interest rates are likely to stay high and how banks and lenders are fighting for your savings. This quick bite is from our previous ep...
May 01, 2023•4 min
Interest rates keep rising and the highs could be with us for some time. So what does this mean for investing and should you include savings in your strategy? We talk to Infometrics Chief Executive Brad Olsen about the difference between investing and saving, where interests are headed (and the R word). Plus, what are the various savings options on offer? For more or to watch on youtube - check out http://linktr.ee/sharedlunch A conversation with experts, CEOs, and you. We talk to company leader...
Apr 26, 2023•38 min
Cannasouth CEO Mark Lucas shares on how NZ compares to the rest of the world when it comes to the Medicinal Cannabis industry. Mark shares on how GMP (Good Manufacturing Processes) are key to future development of the product. Good Manufacturing Processes ( GMP) is a system for ensuring that products are consistently produced according to quality standards. This quick bite is from our previous episode 'Growing Pains for Medicinal Cannabis' Shared Lunch is brought to you by Sharesies, with Busine...
Apr 24, 2023•5 min
It’s a fledgling industry with lots of players and NZ is starting to make its mark on the world stage. Frances Cook speaks to Cannasouth CEO Mark Lucas about going from start-up to commercialisation phase, regulatory hurdles and global aspirations. Plus Cannsaouth’s proposed merger with Eqalis Group and plans for a further capital raise. For more or to watch on youtube - check out http://linktr.ee/sharedlunch A conversation with experts, CEOs, and you. We talk to company leaders and an industry ...
Apr 19, 2023•40 min
David Skilling spoke with BusinessDesk Managing Editor Pattrick Smellie about the adoption of AI in China, how does the adoption compare to the west, and could there be any key differences in how it is utilized? This bonus clip is in addition to our previous episode: Walking the tightrope with China Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@...
Apr 18, 2023•3 min
David Skilling spoke with BusinessDesk Managing Editor Pattrick Smellie about the potential for China to invade Taiwan, how likely is it, and what could the impacts be for investors? This bonus clip is in addition to our previous episode: Walking the tightrope with China Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us k...
Apr 16, 2023•4 min
Our number one trading partner, China, is open for business post Covid. But as geopolitical tensions play out, what does this mean for listed companies doing business there and the NZ economy? We talk to China expert David Skilling who warns that while there are still huge opportunities, navigating the complexities will be tricky to navigate. Hosted by Pattrick Smellie, Managing Editor of BusinessDesk. You can subscribe to David's Substack: https://davidskilling.substack.com/ Where he writes on ...
Apr 12, 2023•36 min
Tourism Holding Limited's CEO Grant Webster gave us an inside look at when we can expect electric motorhomes on the road, and why range anxiety is a big contributor to the slow take up. This clip is an extra from our episode 'We're Open! Tourism on the rebound - with THL'. Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us k...
Apr 10, 2023•4 min
Post lock-downs, tourism is seen as a great hope—a weapon against recession. But is the pace of the tourism recovery creating more issues? We chat to Tourism Holdings CEO Grant Webster about all the hot topics, like airline capacity and pricing, THL’s expansion offshore, what a dividend payout might look like, and when will the company be truly green? Hosted by Ella Somers from BusinessDesk. Apologies for any office background noise, this episode was recorded in the Sharesies boardroom in Auckla...
Apr 05, 2023•34 min
From our Earnings season special, Victoria Harris from The Curve unpacked the financial key financial metrics that companies report, if you've ever wondered about a term like EBITDA (Earnings before interest, taxes, depreciation), take a listen! Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Investing involves risk...
Apr 03, 2023•5 min
This week Frances Cook sits down with CEOs of 3 smaller companies on the NZX with big ideas, tech companies PaySauce, AoFrio and TruScreen. This is your chance to hear their story—the highs, the lows and their hopes for the future. Disruption is the name of the game. Be it making payroll instantaneous for small business, refrigeration less carbon intensive and your ice cream tip-top, or eradicating cervical cancer and revolutionising screening across the globe. Make it a date! For more or to wat...
Mar 29, 2023•33 min
Peter Griffin shares on some of the risks of AI, which is moving too quickly for some lawmakers, while companies such as Microsoft and Google are pushing ahead with AI adoption, the need for regulation is becoming increasingly apparent. Plus, how can New Zealand companies up their game? From our previous episode 'Investing in AI' Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, fl...
Mar 26, 2023•6 min
Is the hype about ChatGPT real? We sit down with tech commentators Peter Griffin and Paul Spain , Futurist & Chief Executive at Gorilla Technology to unwrap the artificial intelligence tool that has us both elated and worried. Our conversation looks at how the tech titans are jockeying for position, the growing AI ecosystem that investors need to watch and how our jobs, industries & lives could be changed by this technology. For more or to watch this episode on youtube - check out http:/...
Mar 22, 2023•35 min
